OAKLX Mutual Fund

OAKLX Mutual Fund

NAV$104.72
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Returns Overview

1 Month
+9.24%
3 Months
+20.98%
6 Months
+24.46%
YTD
+19.77%
1 Year
+30.45%
3 Years (annualized)
+19.25%
5 Years (annualized)
+12.04%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.77%
Peer Avg (YTD)
+12.44%
vs Peers
+7.33%

OAKLX Mutual Fund Performance

OAKLX performance across multiple time periods: 1-month 9.24%, YTD 19.77%, 1-year 30.45%, 3-year 19.25%, 5-year 12.04%, 10-year 12.25%.

OAKLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

OAKLX vs another fund shows side-by-side returns. OAKLX alternatives are available in the Mutual Fund Screener.